Wealth X Advisors
Percy J Avetrani
CEO and Founder
Who We Serve
Business Owners
As a business owner, it can be tempting and even validating to invest more and more money back into your business. You’re an entrepreneur and oftentimes, risk is what you feel most comfortable with. But when it comes to your financial plan, having a backstop against that risk can be the key to your success. Let our team help you strengthen your balance sheet by creating a strategy that allows you to continue to grow your business while also securing your future.
Professionals Approaching Retirement
Entering retirement can have so many emotional and relational implications, let alone financial. With all the different accounts and options you have in front of you, it can be enough to overwhelm anyone. Let our team help you understand your options, architect and execute a plan that pulls all the pieces together, and help you step confidently into this new chapter of your life.
Attorneys
Between billable hours, managing client relationships, and potentially even running your own firm, how are you expected to give your financial planning the attention its due? We understand operating in a client service business, as an owner or a practitioner. Let our team help create, implement and manage a systematic financial plan that puts your back on track and give you clarity and security so that you can get back to work.
Physicians
Your work is demanding and valuable, but the nuances of your financial plan require attention and detail. Between managing your benefits, student loans, cash flow, and investment assets, how can you be sure you’re not missing something? Let our team help you pull all the pieces of the puzzle together to orchestrate a financial plan that is unique not only to your profession, but also your dreams and goals.
Get to know our dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Stephanie Ramirez
Client Coordinator
About Percy
A third generation financial professional, Percy began his career in a back-office support role for a prominent advisor in South Florida. After learning how to operate a firm efficiently, Percy recognized his desire to work with clients directly and help them realize their goals and dreams was too strong for the cubicle. Launching his own practice in 2006, Percy is one of the top financial advisors in Coral Gables as well as the national Northwestern Mutual network.
As the founding advisor at Avetrani Financial, the firm relies on Percy’s leadership for continued growth, strategic service offerings and exceptional client service. Our team believes in a systematic approach to financial planning, while never losing the heart and soul of connecting deeply with our clients. Our mission is to impact South Florida through sound financial planning to create a solid financial future for many years to come.
Years of Experience
Representing Northwestern Mutual since 2006.
Here are our areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in our community.
As part of Northwestern Mutual, we are proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
